1.Starts sub-Zap with resource URL
Integrate Sub-Zap by Zapier and automation triggers to capture the incoming resource URL for the folder workflow.
Create matter folder and attach link to record
Automatically look up the incoming resource on Accelo across client and matter context using Sub-Zap by Zapier and Google Drive. Automatically create matter folders, return folder links, and update record fields when resource URLs are received or record IDs are detected or project types are identifiedβso you can eliminate manual linking work.
How this automation creates folder links for matters
When a sub-Zap is started with an incoming resource URL, delays can leave matter folders unlinked to the source record. This automation looks up the record context and ensures company folders, then finds or creates matter folders and updates the source record with the folder linkβso your team can keep matters organized.
Sub-Zap by Zapieror swap with your favorite app
2.Looks up incoming record
Integrate Accelo and record lookup tools to find the record from the resource URL and map type and IDs to variables.
Acceloor swap with your favorite app
3.Ensures company folder exists
Integrate Sub-Zap by Zapier and folder automation tools to call a reusable sub-zap that finds or creates the parent folder.
4.Finds or creates matter folder
Integrate Google Drive and file management workflows to create or find a matter folder in the company folder and return links.
Google Driveor swap with your favorite app
5.Posts folder link to record
Integrate Accelo and record update tools to post the folder link to the configured profile field and return the folder id.
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